AFA
American Financial Advisors Portfolio holdings
AUM
$716M
This Quarter Return
-12.99%
1 Year Return
+11.74%
3 Year Return
+41.02%
5 Year Return
+53.02%
10 Year Return
–
AUM
$377M
AUM Growth
+$377M
(-48%)
Cap. Flow
-$284M
Cap. Flow
% of AUM
-75.51%
Top 10 Holdings %
Top 10 Hldgs %
66.91%
Holding
134
New
4
Increased
34
Reduced
33
Closed
61
Top Buys
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
$1.06M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$888K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$416K |
| 4 |
iShares US Healthcare ETF
IYH
|
$323K |
| 5 |
iShares Russell 1000 ETF
IWB
|
$312K |
Top Sells
Sector Composition
| 1 | Healthcare | 2.34% |
| 2 | Real Estate | 0.46% |
| 3 | Consumer Discretionary | 0.43% |
| 4 | Technology | 0.34% |
| 5 | Materials | 0.15% |
